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Simon Property Group
SPG

Overview Fund Activity

578 hedge funds and large institutions have $49.9B invested in Simon Property Group in 2014 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 219 increasing their positions, 215 reducing their positions, and 47 closing their positions.

Holders
578
Holders Change
-4
Holders Change %
-0.69%
% of All Funds
16.71%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
1.36%
New
50
Increased
219
Reduced
215
Closed
47
Calls
$191M
Puts
$150M
Net Calls
+$41.4M
Net Calls Change
+$17.4M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.31B
2
Deutsche Bank
2
Deutsche Bank
Germany
$953M
3
SAMC
3
Shinko Asset Management Company
Japan
$946M
4
Cohen & Steers
4
Cohen & Steers
New York
$3.53B
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$1.45B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.09B
2
PI
2
PGGM Investments
Netherlands
$698M
3
JHIU
3
Janus Henderson Investors US
Colorado
$67.2M
4
Ameriprise
4
Ameriprise
Minnesota
$250M
5
Goldman Sachs
5
Goldman Sachs
New York
$352M
Name Market Value Shares Shares
Change 		Shares
Change %
OC
401
Oppenheimer & Co
New York
$634K 3,863 +190 +5%
AP
402
Advisor Partners
California
$631K 3,847 +312 +9%
EFS
403
Essex Financial Services
Connecticut
$622K 3,791 -150 -4%
AIS
404
American Investment Services
Massachusetts
$614K 3,743 -2,184 -37%
BFG
405
Beacon Financial Group
Texas
$608K 3,712 +3,712 New
Rafferty Asset Management
406
Rafferty Asset Management
New York
$605K 3,687 -3,947 -52%
WKWM
407
Walter & Keenan Wealth Management
Indiana
$595K 3,630 +3,630 New
RNS
408
Robert N. Shapiro
$589K 3,593 -438 -11%
MCM
409
Murphy Capital Management
New Jersey
$579K 3,536 – –
DBG
410
De Burlo Group
Massachusetts
$573K 3,493 – –
IPC
411
Independent Portfolio Consultants
Florida
$570K 3,479 +11 +0.3%
FA
412
FDx Advisors
Illinois
$561K 3,421 +311 +10%
M
413
MOTCO
Texas
$551K 3,360 +20 +0.6%
TCOV
414
Trust Company of Vermont
Vermont
$539K 3,287 -38 -1%
TBA
415
Tower Bridge Advisors
Pennsylvania
$532K 3,245 +200 +7%
SWM
416
Segment Wealth Management
Texas
$529K 3,223 – –
DADC
417
D.A. Davidson & Co
Montana
$525K 3,207 +1,551 +94%
STMM
418
South Texas Money Management
Texas
$516K 3,145 -132,124 -98%
CK
419
Cohen Klingenstein
New York
$508K 3,100 – –
BOH
420
Bank of Hawaii
Hawaii
$505K 3,080 -392 -11%
OA
421
OFI Advisors
Pennsylvania
$489K 2,981 +52 +2%
MA
422
MUFG Americas
New York
$481K 2,929 -45 -2%
SL
423
Summitry LLC
California
$475K 2,895 -2,700 -48%
ONB
424
Old National Bancorp
Indiana
$465K 2,837 -295 -9%
PSI
425
Pinnacle Summer Investments
Virginia
$465K 2,688 +16 +0.6%
15 16
17
18 19